Chat with us, powered by LiveChat
Add Notes and Files

Depending on your Salesforce configuration, your record page may contain a list where you can add longer notes and attach files.

Add a Note

Notes can make it easy for anyone viewing a record to know exactly how to use it, even if they did not create the record.

  1. Click New Note.
    Add a Note
  2. Enter a title.
  3. Enter the body.
  4. Click Save.
    Add a Note

The note is added to the record.

Attach a File

You can easily attach a file to a record which may include more information than is displayed on Salesforce.

  1. Click Attach File.
    Attach a File
  2. Click Browse.
    Attach a File
  3. Select the file you want to add and click Open.
    Attach a File
  4. Click Attach File to upload the file to Salesforce.
  5. Click Done.
    Attach a File

The file is added to the record.